Estate Planning Attorneys in Manhasset, NY

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List of Firms

Top Manhasset, NY Estate Planning Law Firms

Salem, Shor & Saperstein, LLP
5 out of 5
Location 3000 Marcus Avenue, Suite 1W6, New Hyde Park, NY 11042, USA
Phone (516) 472-7030
Directions
Probate Lawyer Long Island
5 out of 5
Location 1201 Northern Blvd, Manhasset, NY 11030, USA
Phone (516) 693-9362
Directions
The Plansker Law Firm
Location 39 Orchard St, Manhasset, NY 11030, USA
Phone (516) 317-4922
Directions
Estate Planning Lawyers in Manhasset, NY

Where Estate Planners in Manhasset, NY Serve

Manhasset, NY is a charming village located on the North Shore of Long Island. It boasts an array of landmarks, including the Americana Manhasset shopping center, the Miracle Mile shopping district, and the Manhasset Bay Yacht Club. The village is home to several top employers, such as Northwell Health and St. Francis Hospital, and is conveniently located near major highways, including the Long Island Expressway and Northern State Parkway. Manhasset is comprised of several distinct neighborhoods, each with its own unique character and charm. From the luxurious estates of Plandome to the quaint streets of Munsey Park, Manhasset offers something for everyone. With its rich history, natural beauty, and vibrant community, Manhasset is truly a one-of-a-kind destination.

Financial Services Related to Estate Planning in Manhasset, NY

Banks and Credit Unions

Residents of Manhasset, NY can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for homes, cars, and businesses. Manhasset is known for its high-end real estate and affluent community, so having access to loans can help residents purchase their dream homes or start their own businesses. Additionally, banks in Manhasset can offer financial planning services to help residents manage their wealth and investments. With its proximity to New York City, many Manhasset residents work in the finance industry, so having a bank that can provide personalized financial advice and services can be incredibly valuable. Overall, a bank in Manhasset can help residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Manhasset, NY can benefit greatly from the services of an insurance broker. With its affluent population and high cost of living, Manhasset presents unique challenges when it comes to insurance coverage. An experienced broker can help residents navigate the complexities of insurance policies and find the best coverage options for their needs and budget. For example, a broker can advise residents on the best way to insure their high-value homes and possessions, which is especially important in a community like Manhasset where many homes are worth millions of dollars. Additionally, a broker can help residents find affordable health insurance plans that provide comprehensive coverage for their families. Overall, an insurance broker can be a valuable ally for Manhasset residents who want to ensure they have the right insurance coverage in place to protect their assets and loved ones.

Retirement Planning

Residents of Manhasset, NY can greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Manhasset presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by creating a comprehensive retirement plan that takes into account their specific financial situation, goals, and lifestyle. For example, a retirement planner can help residents maximize their retirement savings, minimize taxes, and create a sustainable income stream that will last throughout their retirement years. Additionally, a retirement planner can help residents navigate the complex world of healthcare and long-term care, which can be particularly challenging in a high-cost area like Manhasset. Overall, a retirement planner can provide invaluable guidance and support to help residents of Manhasset achieve their retirement goals and enjoy a secure and comfortable retirement.

Wealth Management

Residents of Manhasset, NY could benefit from a wealth manager in a variety of ways. One of the most common ways would be through investment advice and portfolio management. Manhasset is a wealthy community with a high cost of living, and many residents have substantial assets to manage. A skilled wealth manager could help these individuals make informed decisions about where to invest their money, taking into account their financial goals, risk tolerance, and tax situation. They could also help them diversify their portfolio to minimize risk and maximize returns. Additionally, a wealth manager could provide guidance on estate planning, retirement planning, and other long-term financial goals to ensure that residents of Manhasset can enjoy financial security and peace of mind.

Financial Advisor

Residents of Manhasset, NY could benefit from a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their specific needs and goals. This is especially important for residents of Manhasset, which is known for its high cost of living and affluent population. A financial advisor can help residents navigate the complex financial landscape of the area, including managing investments, planning for retirement, and minimizing taxes. Additionally, a financial advisor can provide guidance on important financial decisions such as buying a home or starting a business. With the help of a financial advisor, residents of Manhasset can feel confident in their financial future and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Manhasset, NY can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals secure financing for their dream homes, whether they are first-time buyers or looking to refinance. With the high cost of living in Manhasset, NY, a mortgage loan officer can help residents navigate the complex process of obtaining a loan that fits their budget and needs. They can also provide guidance on the various loan programs available, including FHA and VA loans. Additionally, a mortgage loan officer can help residents with credit issues or other financial challenges that may impact their ability to secure a loan. With their expertise and support, residents of Manhasset, NY can achieve their homeownership goals and enjoy the many benefits of living in this beautiful community.

Tax Services

Residents of Manhasset, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities and maximize tax deductions. This is especially important in Manhasset, where the cost of living is higher than the national average. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax planning for major life events, such as buying or selling a home, starting a business, or planning for retirement. With the help of a tax advisor, residents of Manhasset can feel confident in their financial decisions and ensure they are making the most of their hard-earned money.

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